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Advisor Consultant, Highland Capital Brokerage

Company: Advisor Group
Location: Birmingham
Posted on: March 17, 2023

Job Description:

Current Employees and Contractors Apply HereAdvisor Group CareersBe a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.Sales & Operations Opportunity in Insurance IndustryAdvisor Consultant, Highland Capital Brokerage
Location: 1608 Village Market Blvd S.E., Suite 200, Leesburg, VA 20175 ALL LOCATIONS & REMOTE Type: Full-time Summary: We are seeking an Advisor Consultant to join the team within Highland Capital Brokerage, a member of Advisor Group. This position is primarily responsible for the sale of annuity products to registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies. An Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate annuities into their practice. This position will shepherd the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service. In addition to recruiting new producers, there will be a heavy emphasis on advisor attrition and reoccurring producers.Responsibilities:

  • Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO)
  • Promote and facilitate fixed and fixed index annuity sales by advisors
  • Recommend best interest products that adhere to AG supervision and due diligence standards
  • Knowledge of SEC, FINRA and DOL compliance rules and regulations
  • Train and educate on uses of fixed and fixed index annuities to advisors
  • Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies
  • Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing
  • All other duties as assignedEducation Requirements:
    • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be consideredBasic Requirements:
      • Insurance license required
      • 5+ years brokerage New Business or Life Insurance company experience is required
      • 3+ years relevant Financial Services Industry experience
      • Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer, including carrier and vendor websites
      • Business writing skills - Intermediate level
      • Able to learn new technology as needed
      • Strong written and verbal communication and customer service skills
      • Capacity to multi-task and excel in a dynamic, fast-paced environment and adapt to changePreferred Requirements:
        • Series 6 & 63 required, Series 7The above declarations are not intended to be an "all-inclusive" list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.Current Employees and Contractors Apply Here

Keywords: Advisor Group, Birmingham , Advisor Consultant, Highland Capital Brokerage, Professions , Birmingham, Alabama

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